2016
PLANADVISER Recordkeeper Services Guide

Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution (DC) client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.

Providers

Providers

To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANADVISER account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.